Pendleton Financial
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
2607 Oberlin Rd Ste 100, Raleigh, North ...Phone Number
(919) 781-4167Website
www.pendletonfinancial.comRevenue
<$5 MillionIndustry
About Pendleton Financial
Pendleton Financial is a wealth management firm that specializes in helping clients achieve their financial goals through fee-only financial planning, investment management, retirement consulting, and estate planning. They primarily serve retirees, pre-retirees, business leaders, and individuals undergoing significant life transitions, focusing on those with $500,000 or more in investable assets. The firm operates as fiduciaries, prioritizing clients' interests and providing transparent, cost-effective services. Pendleton Financial is committed to inclusivity, welcoming clients from diverse backgrounds and offering pro-bono guidance through community partnerships.Explore more
Pendleton Financial Org Chart
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Pendleton Financial is a wealth management firm that specializes in helping clients achieve their financial goals through fee-only financial planning, investment management, retirement consulting, and estate planning. They primarily serve retirees, pre-retirees, business leaders, and individuals undergoing significant life transitions, focusing on... Read More
